DIM_PLANNEDGIFT

Stores information about planned gifts.

Primary Key

Primary Key Field Type
PLANNEDGIFTDIMID int

Fields

Field Field Type Null Notes Description
PLANNEDGIFTSYSTEMID uniqueidentifier yes dbo.[PLANNEDGIFT].[ID]
CONSTITUENTDIMID int yes Reference to the constituent dimension, derived from dbo.[PLANNEDGIFT].[CONSTITUENTID]
CONSTITUENTSYSTEMID uniqueidentifier yes dbo.[PLANNEDGIFT].[CONSTITUENTID]
FINANCIALTRANSACTIONFACTID int yes Reference key to the financial transaction fact, derived from dbo.[PLANNEDGIFTREVENUE].[REVENUEID]
FINANCIALTRANSACTIONSYSTEMID uniqueidentifier yes dbo.[PLANNEDGIFTREVENUE].[REVENUEID]
PROSPECTPLANDIMID int yes Reference key to the prospect dimension, derived from dbo.[PLANNEDGIFT].[PROSPECTPLANID]
SUBTYPE nvarchar(100) yes dbo.[PLANNEDGIFT].[SUBTYPE] or dbo.[PLANNEDGIFTOTHERSUBTYPECODE].[DESCRIPTION] depending on the planned gift vehicle
VEHICLE nvarchar(50) yes dbo.[PLANNEDGIFT].[VEHICLE]
STATUS nvarchar(25) yes dbo.[PLANNEDGIFT].[STATUS]
EXPECTEDMATURITY int yes dbo.[PLANNEDGIFT].[EXPECTEDMATURITY]
ISREVOCABLE bit yes dbo.[PLANNEDGIFT].[ISREVOCABLE]
ISANONYMOUS bit yes dbo.[PLANNEDGIFT].[ISANONYMOUS]
ISLIVINGTRUST bit yes dbo.[PLANNEDGIFT].[ISLIVINGTRUST]
GIFTISCONTINGENT bit yes dbo.[PLANNEDGIFT].[ISCONTINGENT]
GIFTVALUEISNOMINAL bit yes dbo.[PLANNEDGIFT].[GIFTVALUEISNOMINAL]
TOTALGIFTAMOUNT money yes Calculated using (dbo.[PLANNEDGIFTDESIGNATION].[ORGANIZATIONAMOUNT] or dbo.[PLANNEDGIFT].[[ORGANIZATIONEXPECTEDGIFTAMOUNT]) and (dbo.[PLANNEDGIFTADDITIONDESIGNATION].[ORGANIZATIONAMOUNT] or dbo.[PLANNEDGIFTADDITION].[ORGANIZATIONEXPECTEDGIFTAMOUNT])
ORIGINALGIFTAMOUNT money yes Calculated using dbo.[PLANNEDGIFTDESIGNATION].[ORGANIZATIONAMOUNT] or dbo.[PLANNEDGIFT].[[ORGANIZATIONEXPECTEDGIFTAMOUNT]
ORIGINALGIFTDATEDIMID int yes Reference key to the date dimension, derived from dbo.[PLANNEDGIFT].[GIFTDATE]
ORIGINALGIFTDATE datetime yes dbo.[PLANNEDGIFT].[GIFTDATE]
RECOGNITIONAMOUNT money yes dbo.[PLANNEDGIFT].[ORGANIZATIONRECOGNITIONAMOUNT]
NETPRESENTVALUE money yes dbo.[PLANNEDGIFT].[ORGANIZATIONNETPRESENTVALUE]
REALIZEDAMOUNT money yes dbo.[PLANNEDGIFT].[ORGANIZATIONREALIZEDAMOUNT] or automatic calculation
AUTOCALCULATEREALIZEDAMOUNT bit yes dbo.[PLANNEDGIFT].[AUTOCALCULATEREALIZEDAMOUNT]
REMAINDERMANPERCENT decimal(6, 5) yes dbo.[PLANNEDGIFT].[REMAINDERMANPERCENT]
REMAINDERVALUE money yes dbo.[PLANNEDGIFT].[REMAINDERVALUE]
REMAINDERVALUEDATEDIMID int yes Reference key to the date dimension, derived from dbo.[PLANNEDGIFT].[REMAINDERVALUEDATE]
REMAINDERVALUEDATE datetime yes dbo.[PLANNEDGIFT].[REMAINDERVALUEDATE]
PROBATESTATUS nvarchar(50) yes dbo.[PLANNEDGIFT].[PROBATESTATUS]
PROBATEDATEDIMID int yes Reference key to the date dimension, derived from dbo.[PLANNEDGIFT].[PROBATEDATE]
PROBATEDATE datetime yes dbo.[PLANNEDGIFT].[PROBATEDATE]
ISINCLUDED bit yes Flag indicating when data should be included in results.
ETLCONTROLID int yes ID generated through the ETL process.
SOURCEDIMID int yes Source system used.

Indexes

Index Name Fields Unique Primary Clustered
PK_DIM_PLANNEDGIFT PLANNEDGIFTDIMID yes yes yes